Institutional Ownership Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA). We have compiled data on the 370 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $742 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
815
shares
|
$60,252
0.0% of portfolio
|
Q1 2025
Reduced 86.92%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
773
shares
|
$57,147
0.05% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
738
shares
|
$54,560
0.01% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
731
shares
|
$54,042
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
691
shares
|
$51,085
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
649
shares
|
$47,980
0.04% of portfolio
|
Q4 2024
Added 224.5%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
567
shares
|
$41,918
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
529
shares
|
$39,108
0.01% of portfolio
|
Q4 2024
Reduced 58.64%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
515
shares
|
$38,073
0.0% of portfolio
|
Q4 2024
Added 19.77%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
499
shares
|
$36,891
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
497
shares
|
$36,743
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
490
shares
|
$36,225
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
450
shares
|
$33,268
0.0% of portfolio
|
Q4 2024
Reduced 29.69%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
432
shares
|
$31,937
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
430
shares
|
$31,789
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
400
shares
|
$29,572
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
361
shares
|
$26,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
331
shares
|
$24,470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
322
shares
|
$23,805
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
286
shares
|
$21,143
0.0% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
281
shares
|
$20,774
0.01% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
253
shares
|
$18,704
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
245
shares
|
$18,112
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
243
shares
|
$17,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
216
shares
|
$15,968
0.0% of portfolio
|
Q4 2024
Added 132.26%
|